Deb sen retweeted
Solid De-rating in Bajaj Finance!
Stock has gone through a massive valuation reset over the last 5 years
P/B has compressed from ~12x in 2021 to just ~4.8x currently (🔻60%)
Stock has delivered ~4% CAGR over the last 5 years
Company is now generating almost an entire year's profit from 5 years ago in just a single quarter
And for those who say valuations don't matter, beware of such thinking
Deb sen retweeted
#CNBCTV18Exclusive | 'Current Taxes Are Unfair And Wrong For FIIs'
Helios Capital's Samir Arora believes that FPI taxation has led to lower allocations to India
Says, Govt should make equity taxation on FPIs zero
@_prashantnair @Iamsamirarora @CNBCTV18Live
#Market #DStreet #India #CNBCTV18Market #LTCG #STT #Taxation
Deb sen retweeted
Varmora Granito — Q2FY27 Results 🔔
#Q2Results #Q2FY27 #Varmora
Revenue ₹398.97 Cr vs ₹366.83 Cr
(+8.76% YoY┃+26.55% QoQ)
EBITDA ₹64.64 Cr vs ₹34.80 Cr
(+85.75% YoY┃+126.85% QoQ)
EBITDA Margin 16.20% vs 9.49% YoY & 9.04% QoQ
PBT (Excl. Exceptional) ₹50.64 Cr vs ₹21.26 Cr
(+138.21% YoY┃+258.83% QoQ)
PAT ₹43.96 Cr vs ₹14.38 Cr
(+205.73% YoY┃+353.00% QoQ)
PAT After Minority interest ₹45.32 Cr vs ₹16.45 Cr
(+175.50% YoY┃+258.67% QoQ)
Other Income ₹3.62 Cr vs ₹22.42 Cr YoY & ₹4.51 Cr QoQ
Deb sen retweeted
#CNBC-TV18Exclusive | 'No Guarantee FIIs Will Return...No One Taxes FIIs As We Do'
Vallabh Bhanshali Of Enam Group, To CNBC-TV18
-Govt must re-look at taxation of FIIs to attract foreign capital
-LTCG should never have been there, look at the damage it has done
@ShereenBhan
#VallabhBhanshali #FII #ForeignInvestment #CNBCTV18Market
Deb sen retweeted
Varmora Granito Ltd
#Varmora
#VarmoraGranito
Recently listed company
Good Q1FY27 and bumper Q2FY27
Blockbuster #Q2FY27 with big QoQ and YoY uptick across all parameters
Highest ever revenue, EBITDA PBT and PAT in company's history
Very healthy H1FY27
Rev at 399cr vs 366cr
Q1 at 315cr
EBITDA at 65cr vs 34cr
Q1 at 28cr
PBT at 51cr vs 21cr
Q1 at 14cr
PAT at 44cr vs 14cr
Q1 at 10cr
Big growth with solid margin expansion
H1FY27:
EBITDA at 94cr vs 55cr
PBT at 65cr vs 13cr
PAT at 54cr vs 9cr
OCF at 79cr vs 51cr
Deb sen retweeted
Between the Lines: Signals from the Concall Room
HFCL: "...Over FY26. After the first quarter, I revised it to 40%, and today when I present Q2 FY27 results to you, I am extremely pleased to share that based on our current expectation and business visibility, we expect revenue growth of at least 80% in this financial year..."
Bajaj Healthcare: "...Looking ahead, our aim is to reach a revenue of ₹900 to ₹1,000 crore by FY29 with an EBITDA margin of 18 to 21%..."
ICICI Bank: "...But then from Q4, I would expect margins to come back in a pretty healthy way as these factors start to reverse out, even assuming that there are no further rate hikes..."
Jindal Saw: "...Surging raw material costs, particularly for coking coal, have squeezed margins in the DI pipe business. This pressure was further compounded by lower capacity utilization due to lower execution of water pipe business as softness in domestic water business continued..."
HDFC Bank: "... I don't want to get to whether what is the next quarter and the following quarter and so on, but from a trajectory point of view, I think that it is at the bottom..."
Sejal Glass: "...Margins will be definitely more in terms of EBITDA [for Fire-Rated Glass]. It is more than 30% because it is a very value-added product..."
Union Bank of India: "...as a green shoot in private sector CapEx, we are seeing the next phase of credit growth in economic activity, whether it is data centers or AI infrastructure, nuclear, renewable power, and select conventional sectors like steel manufacturing. I think these are picking up, including pharmaceuticals..."
Hindustan Zinc: "...zinc fundamentals remain strong with 2026 forecasted refined zinc demand is at 13.87 million tons, whereas the supply outlook is at 13.69 million. That means there is almost a 180 KT deficit in the market...Silver again is expected to remain in deficit for the 6th consecutive year in 2026. Overall shortfall is projected at about 1,44,000 tonnes..."
Ixigo: "...And I think today when I'm starting hotels at 2.1% of GTV if I tell you that in a few years' time this should be one of the top 2 GTV contributors for me in 4-5 years..."
My partner in this crime: @concall_in
Deb sen retweeted
Need B-/O- blood for my mother-in-law. 🙏
Paras Hospital, Gurgaon.
Contact Anshu Bhola: 9990685847
Deb sen retweeted
Transformers demand will surge like anything in coming days
@ShridhantS
Huge transformer demand is not able to meet due to supply shortage
Bas baaki to ap samajdar ho 💪
ft.com/content/a0fa2e61-b684…
Deb sen retweeted
“I was a rag-picker. I used to pick up coal from the railway tracks. Was unkempt and skinny. I did not look like hero, villain or comedian”
Remembering OM PURI - ‘The Unlikely Hero’ - on his birth anniversary
Deb sen retweeted
#LTM CEO Venu Lambu says in concall
1/ On deflation
“60-70% of our portfolios, we are done with it.”
For the industry, though: “This will go for a couple of years.”
2/ On pricing
Traditional large deals “are being fought at a price point which to some extent becomes a bit unmanageable.”
3/ On AI pricing
We actually created AI rate cards and got AI rate cards signed up with customers.”
“The margin profile at the gross margin level is definitely better than traditional services. But we are also investing.”
4/ Growth:
📈 “H2 will be better than H1”
🎯 FY27: aim to come “as close as we can” to FY26 growth
🤖 AI revenue up 47% YoY, now 13.4% of sales
Deflation behind it, AI ahead. Can LTM deliver?
#CNBCTV18News #2QWithCNBC #LTM #TechAtWork @ltm_ofcl @CNBCTV18News
Deb sen retweeted
Peer comparison of certain parameters in Q2FY27 on QOQ basis between @HDFC_Bank @ICICIBank & @AxisBank
Deb sen retweeted
The writer needs understanding
It was a well known fact that FCNR B deposits would lead to margin compression for 2-3 qtrs and then it would start inching up
It was mainly done for rupee fall arrest and deposit growth of banks
ICICI Bank mentioned in the call that NIMs will improve for them from Q3FY27 onwards
This quoted post is unavailable.
Deb sen retweeted
.@ICICIBank – Q2FY27 – Double digit business growth QOQ, speaks highly of Bakhshiji
For the records:
Oh that business growth QOQ is unheard of amongst large banks!!
43 qtr high deposits growth of 27.1% YOY & loan growth of 30% YOY
46 qtr high deposits growth of 11.8% QOQ & loan growth of 12.3% QOQ
Credit-deposit ratio is the highest in 23 qtrs at 89.35% vs 88.97% QOQ
Net interest income growth of 17.7% YOY is best in 12 qtrs
Core operating profit growth of 21.8% YOY is best in 13 qtrs
Operating profit growth of 18.95% YOY is best in 12 qtrs
PAT growth of 20.1% YOY is best in 11 qtrs
NIM is at 17 qtr low of 4.18% vs 4.36% QOQ
Annualised slippage ratio is the lowest in 23 qtrs at 1.06% vs 1.36% QOQ
Asset quality is the best in 47 qtrs or more with Gross NPA ratio at 1.2% vs 1.38% QOQ and Net NPA ratioat 0.3% vs 0.35% QOQ
Advances to risk weight assets ratio is at 12 qtr low of 111.25% vs 119.46% QOQ
Quarterly PAT of subsidiaries at all time high
Unsecured book share of loans is at 18 qtr low of 10.6% vs 11.6% QOQ
Treasury loss of Rs230cr, highest in 10 qtrs
P&L
Net interest income at Rs25338.7cr, up 17.7% YOY & 3.9% QOQ
PAT at Rs14843cr, up 20.1% YOY & 0.3% QOQ
Deb sen retweeted
"Q2 will be the bottom for margins
Magins will improve from here on"
-Srinivasan Vaidyanathan, HDFC Bank
Deb sen retweeted
Tips industries reports good numbers
Managements tells @CNBCTV18Live
- Reiterate 20% revenue and PAT growth guidance, there is an upside risk to revenue growth
- Maintain content cost expenditure target ~90cr in Fy27
- Still negotiating terms with Youtube for Shorts agreements
youtube.com/watch?v=-m6wwvfo…
Deb sen retweeted
🚨 JUST IN:
🇺🇸 US PPI inflation data has been officially released.
Expected: 5.3%
Actual: 6.3%
This is the higher PPI report since late 2022
This is extremely bad for markets...
BREAKING:
🇺🇸 US PPI inflation data drops today at 8:30 AM ET, right before the US market opens:
IF PPI < 5.3% → BULLISH FOR MARKETS
IF PPI ≈ 5.4% → NEUTRAL FOR MARKETS
IF PPI > 5.5% → BEARISH FOR MARKETS
This is extremely important for markets after yesterday's CPI report
All eyes are on the release today!!
Deb sen retweeted
.@OfficialSIBLtd – Q2FY27 – Fabulous qtr
NPA provisions are slightly high; might have been used to bring down net NPA ratio to the best in the industry at 0.09% only
Business growth:
Deposits at Rs137278.5cr, up 18.7%YOY & 9.1% QOQ
CASA at Rs43310 cr, up 17.6%YOY & 4.4%QOQ
CASA ratio at 31.55% vs 31.86% YOY & vs 32.98% QOQ
Advances at Rs108388.15 cr, up 20.2%YOY & 4.9%QOQ
P&L momentum
NII at Rs1115.86 cr, up 38%YOY & 8.9%QOQ
Other income at Rs468.15 cr, down 9.2%YOY & up 23.4%QOQ
Opex at Rs851.5 cr, 7.9%YOY & 4.8%QOQ
Operating profits at Rs732.5 cr, up 36.8%YOY & 23.8%QOQ
Provisions at Rs159.1 cr, up 151.5%YOY & 88.65%QOQ
NPA provisions at Rs141 cr, up 143.1%YOY & 69.9%QOQ
PAT at Rs426.1 cr up 21.3%YOY & 12.8 %QOQ
Key ratios
CRAR at 19.4% vs 17.7% YOY & vs 19.6% QOQ
Credit deposit ratio at 78.95% vs 78% YOY & vs 82.1% QOQ
Advances to risk weight assets ratio at 56.7% vs 61.1%YOY & vs 57%QOQ
Annualised credit cost at 0.52% vs 0.26%YOY & vs 0.32%QOQ
Cost to income ratio at 53.8% vs 59.6% YOY & vs 57.9% QOQ
NIM at 3.33% vs 2.8% YOY & vs 3.23% QOQ
ROA at 1.12% vs 1.04% YOY & vs 1.07% QOQ
Asset quality – QOQ
Slippages at Rs105 cr vs Rs130 cr, down 19.2%
Annualised slippage ratio at 0.39% vs 0.5%
GNPA at Rs1334.8 cr vs Rs1437.7 cr, down 7.15%
NNPA at Rs102.7 cr vs Rs267.5 cr, down 61.6%
GNPA ratio at 1.24% vs 1.38%
NNPA ratio at 0.09% vs 0.5%
PCR at 97.8% vs 94.5%
Deb sen retweeted
Tips Music — Q2FY27
#Q2Results #Q2FY27 #TipsMusic
✓ Revenue ₹120.1 Cr (+35% YoY & +13% QoQ)
✓ Operating EBITDA ₹84.6 Cr (+25% YoY & +58% QoQ)
✓ Operating EBITDA Margin 70.5% vs 76.0% YoY & 50.3% QoQ
✓ Operating EBIT ₹88.1 Cr (+23% YoY & +51% QoQ)
✓ PAT ₹65.5 Cr (+23% YoY & +49% QoQ)
✓ Content costs rose 97% YoY to ₹26.2 Cr in Q2FY27 from ₹13.3 Cr
✓ Released 73 songs during the quarter — 40 film songs and 33 non-film songs
✓ YouTube subscriber base stood at 164.5 million
✓ Announced an interim dividend of ₹6.50 per share and completed a ₹44.44 Cr share buyback
✓ Management Commentary
• Management is confident of surpassing its annual guidance of 20% growth, following strong H1 FY27 performance
• Content investment increased 97% YoY, supporting a stronger release pipeline and engagement across digital and non-digital platforms
• Released 73 songs during Q2 FY27, comprising 40 film songs and 33 non-film songs
• YouTube subscribers reached 164.5 million, while cumulative YouTube views exceeded 54.3 billion
Tips Music — Q2FY27 Results 🔔
#Q2Results #Q2FY27 #TipsMusic
Revenue ₹120.06 Cr vs ₹89.22 Cr
(+34.56% YoY┃+12.72% QoQ)
EBITDA ₹84.65 Cr vs ₹67.84 Cr
(+24.78% YoY┃+58.08% QoQ)
EBITDA Margin 70.50% vs 76.03% YoY & 50.27% QoQ
PBT ₹88.04 Cr vs ₹71.67 Cr
(+22.83% YoY┃+51.01% QoQ)
PAT ₹65.74 Cr vs ₹53.19 Cr
(+23.59% YoY┃+50.44% QoQ)
Other Income ₹4.45 Cr vs ₹4.51 Cr YoY & ₹5.82 Cr QoQ
Deb sen retweeted
Good #Q2FY27-14/10/2026 post 5pm till 8pm
Emmvee Photovoltaic Power Ltd
#EmmvePV
#Emmvee
Solid Q2FY27 in a seasonally lean qtr
Big YoY uptick, steady margins
Overall solid show with steady 35%+ OPM
PBT and PAT ⏫ 60%+
Atleast 2400cr+ EBITDA guidance for FY27
Rev at 1576cr vs 1130cr⏫39%, Q1 at 1555cr
EBITDA at 557cr vs 399cr⏫39% YoY, ⏫ 2% QoQ
Other income at 3cr vs 18cr
OPM at 35%
PBT at 465cr vs 276cr, Q1 at 455cr
PAT at 382cr vs 222cr, Q1 at 366cr
OCF at 410cr vs 121cr👏👏
Orderbook at 10404 MW vs 9399 MW
RoCE 35%
RoE 36%
Net D/E at 0.12x vs 0.21x
Sonaselection
#Sona
#SonaSelection
Solid Q1FY27
Got listed recently, so comes up.with Q1FY27
Big YoY uptick, decent QoQ growth
Rev at 146cr vs 104cr, Q4 at 133cr
Rev⏫40%, EBITDA ⏫ 35%
PBT ⏫108%, PAT ⏫ 102%
EBITDA at 22cr vs 16cr
PBT at 14cr vs 6.7cr, Q4 at 12cr
PAT at 9.6cr vs 4.8cr, Q4 at 8.7cr
Bajaj Consumer
#BajajCon
#BajajConsumer
Good Q2FY27 with solid YoY uptick
Stable QoQ despite volatile RM
Rev at 333cr vs 265cr, Q1 at 341cr
EBITDA at 82cr⏫72% YoY
PBT at 87cr vs 51cr,flat QoQ
PAT at 70cr vs 42cr, Q1 at 71cr
OCF at 112cr